Calvert Financial Solutions have been providing local businesses in the North of Scotland with financial advice since 2008.
Calvert Financial Solutions CEO Tom Calvert (Dip PFS) has worked in financial services for over 30 years and lived in Inverness for over 20. Following his early years as a tax official with the Inland Revenue Tom has gone on to design and implement group employee pension schemes for the UK SME market. More recently he managed the RBS Business banking financial planning division in Scotland prior to setting up Calvert Financial Solutions. Tom had the relevant qualifications in place ready to meet the government’s industry wide Retail Distribution Review (RDR) requirement, including G10 (Taxation and Trusts), G20 (Personal Investment Planning) and G60 (Pensions)